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In this article, we will show you the different ways to change the roles of users who are already registered on the platform.
⭐ Summary
On the Yungas platform, there are two ways to change user roles:
🟣 Option 1: Change the role of an individual user through the User Management screen.
🟣 Option 2: Change the role of one or multiple users through Permissions.
To change user roles, you must have the appropriate user management permissions or be a user with the Master role.
📝 Step-by-Step Guide to Changing an Individual User's Role — Option 1
This option allows you to change the roles of registered users, whether they are franchise/unit users or franchisor/Head Office users.
🔸 Step 1
In the upper-left bar, access:
Settings >> Users
🔸 Step 2
You will be directed to the User Management page.
🔸 Step 3
Choose between Franchise Users and Franchisor Users, then click the corresponding tab.
🔸 Step 4
Use the search filter to find the user whose role you want to change.
🔸 Step 5
In the Role column, click the user's current role to change it.
🔸 Step 6
After clicking the current role, a field will open at the top of the screen where you can select the new role to be assigned to the selected user.
🔸 Step 7
After selecting the new role, click Select.
Overview:
Source: Yungas >> Settings >> Users >> GIF showing how to change a user's role.
Please note:
When selecting a user role, all the access permissions granted by that role will be displayed.
Any modules shown with a strikethrough indicate that the user will not have access to those modules.
📑 Step-by-Step Guide to Changing User Roles (One or Multiple Users) — Option 2
🔹 Step 1
To change the role of one or more users assigned to a particular role, access:
Settings >> Permissions
🔹 Step 2
In the User Roles tab, locate the current role assigned to the user whose role you want to change.
Click the arrow icon to expand the list of users assigned to that role.
🔹 Step 3
Click 🔀 Transfer Role.
🔹 Step 4
Select the users whose roles you want to change.
🔍 Tip: Use the Search field to make it easier to locate users.
🔹 Step 5
In the TO field, select the users' new role.
Please note that when selecting the new role, the permissions associated with that role will be displayed.
🔹 Step 6
To complete the role transfer, click 🔀 Transfer.
Overview:
Source: Yungas >> Settings >> Permissions >> GIF showing how to transfer users to another role.
Still Have Questions? 🤔
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